Capital Partners Wealth Management

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3020 Issaquah Pine Lake Rd SE
Sammamish, WA 98075

Capital Partners Wealth Management is a small, fee-only fiduciary firm located in Issaquah, WA. They specialize in providing personalized financial planning and wealth management services to a diverse range of clients, including wealth accumulators, retirees, veterans, and first responders. With a focus on building strong relationships and prioritizing their clients' needs, Capital Partners offers a proprietary process that helps individuals optimize their investments, minimize taxes, and create a solid income plan for a successful retirement.

As a trusted advisor, Capital Partners differentiates itself from the standard Wall Street formula by prioritizing time, confidence, and peace of mind for their clients. Their mission is to improve lives by understanding the unique needs of each individual and providing tailored solutions. With a commitment to high-quality relationships rather than high volume, Capital Partners is dedicated to helping clients achieve their desired financial outcomes and ensuring they feel confident in their financial future.

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5.08 reviews
Tanner B.
10/9/2019

Chris went to bat for me with insurance companies because of a misunderstanding with my health exam. Got me a repeat examination, was the middle man between my doctor and the underwriters and...

Carolina S.
1/10/2024

Highly recommend working with Chris. He is very personable, has a lot of patience, and is quick to respond and answer questions. It is hard to trust people with your money but he has all my...

Allen W.
1/8/2024

Chris has been an amazing guide when it came to managing my portfolio, and keeping my best interests and goals at the forefront of his plans to ensure that I'm seeing returns and also...

Brianna N.
12/6/2023

Chris has been my introduction into the investing world and has helped me grow from wanting to invest to being a well informed beginner. He is very enthusiastic, knowledgeable and honest about the...

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Tom E.
3/18/2019

Excellent service, Chris really knows his stuff and is willing to go the extra mile for his clients.

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